See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,725 | $96,305-59.8% | $80,569-51.9% | $139,434-72.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.18% | 1350.08%-1330.9pp | 935.43%-916.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,128 | $3,262-65.4% | $2,723-58.6% | $4,751-76.3% |
| Participant deferral / active EE | $2,441 | $5,232-53.3% | $4,447-45.1% | $6,710-63.6% |
| Admin fee / account holder | $186 | $6,599-97.2% | $5,377-96.5% | $11,403-98.4% |